Vitesse Asset & Strategy - Vitesse's asset base is heavily weighted towards undeveloped locations, comprising over 80% of its total assets[6,22] - The company focuses on non-operated working and mineral interests, primarily in the Bakken oil field in North Dakota[8] - Vitesse aims to maintain a Net Debt / Adjusted EBITDA ratio of less than 10x, demonstrating prudent risk management[7,23] - Vitesse has interests in 7,507 productive wells (223 net wells) with an average working interest of 3.6% per working interest well[11] Financial Performance & Capital Allocation - Vitesse estimates 2025 net production to be between 15000 and 17000 MBoe/d, with oil weighting between 64% and 68%[10] - The company's 1P PV-10 is valued at $806 million, while the PDP PV-10 is $609 million[10] - Vitesse offers a fixed dividend of $0.5625 per share quarterly[7,22] - The company has an approved $60 million share repurchase program[7] Operational Efficiency & Data Management - Vitesse estimates there are >200 remaining net undeveloped locations across its asset, of which 38.4 were Proved Undeveloped as of December 31, 2024[11] - Vitesse utilizes a proprietary data system called Luminis for data modeling and asset management[15,16,18]

Group 1 - Rigetti Computing, Inc (NASDAQ: RGTI) is positioned in the quantum computing sector and has seen significant growth due to the industry's hype [1] - The focus is on identifying high-quality companies with a market capitalization of less than $10 billion, which presents substantial growth opportunities [1] - The ideal companies should exhibit a long-term capability for capital compounding, aiming for a compound annual growth rate that could yield tenfold returns or more [1] Group 2 - A long-term investment perspective is emphasized, suggesting that this approach may yield higher returns compared to market indices in a rapidly changing investment environment [1] - A conservative investment strategy is primarily adopted, with occasional pursuits of opportunities that present a favorable risk-reward ratio [1] - Investments are carefully considered and allocated proportionally within the portfolio to ensure overall stability [1]

Amazon.com Inc (NASDAQ: AMZN ), like many other big tech companies, seems to be busy trying to figure out how to reduce its dependence on Nvidia ( NVDA ). So it makes sense thatMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to demonstrate a long-term ...

Group 1 - The article highlights the successful performance of Taiwan Semiconductor Manufacturing Company (TSMC) since the initiation of coverage in January 2024, indicating a profitable investment opportunity [1] - The focus is on identifying high-quality companies with a market capitalization of less than $10 billion that have the potential for significant growth through capital reinvestment [1] - The investment strategy emphasizes a long-term perspective, aiming for higher returns compared to market indices, while occasionally pursuing favorable risk-reward opportunities [1] Group 2 - The analyst holds a beneficial long position in shares of TSM, NVDA, AMD, and ASML, indicating confidence in these companies' future performance [2] - The article is authored independently, with no compensation received other than from Seeking Alpha, ensuring the opinions expressed are personal and not influenced by external business relationships [2]